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Advisor Group’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Advisor Group’s Portfolio VSMV Stock Details VSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$90K Buy
2,731
+197
+8% +$6.37K ﹤0.01% 3015
2019
Q3 		$81K Buy
2,534
+11
+0.4% +$345 ﹤0.01% 3056
2019
Q2 		$78K Buy
2,523
+1,413
+127% +$42.6K ﹤0.01% 3051
2019
Q1 		$33K Buy
+1,110
New +$31.5K ﹤0.01% 3671

Other funds holding VSMV

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's VSMV Position: Q4 2019 in Review

Advisor Group increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 7.8% in Q4 2019, buying an estimated $6.37K and bringing the position to 2,731 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

Advisor Group first reported a position in VSMV in Q1 2019 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold VSMV as of Q4 2019.

  • Advisor Group held 2,731 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $90K as of Q4 2019.
  • Advisor Group bought 197 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q4 2019, an estimated $6.37K.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3015 holding.
  • Advisor Group first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q1 2019 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.